VP, Enterprise Data & Investment Operations

Petrafundsgroup

New York (NY)

Hybrid

USD 146,000 - 219,000

Full time

14 days+

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Benefits offered by this job

Hybrid work environment

Competitive benefits

Career growth opportunities

Great workplace recognition

Job summary

Petra Funds Group seeks an Investment Operations & Data Management Vice President to lead our enterprise data strategy and analytics capabilities. This role partners with Investment, Investor Relations, Finance, Operations, Compliance, and Technology to build a modern data ecosystem supporting investment decisions, regulatory reporting, and growth.

The ideal leader combines deep technical expertise with business acumen in asset management, establishing data governance, overseeing data

Qualifications

Bachelor's degree in Computer Science, Information Systems, Data Analytics, Engineering, Finance, or related field.
10+ years of progressive experience in data engineering, analytics, business intelligence, or enterprise data management.
5+ years of leadership experience managing technical teams and enterprise data initiatives.
Experience within asset management, private equity, credit, hedge funds, investment management, banking, or financial services.
Strong understanding of investment data, fund structures, portfolio reporting, and financial data management.
Experience with cloud platforms such as Azure, AWS, or Google Cloud.
Expertise in SQL and modern data warehouse technologies.
Experience with ETL/ELT frameworks and data pipeline development.
Experience with BI platforms such as Power BI, Tableau, or Looker.
Strong project management and stakeholder management skills.
Excellent communication and executive presentation abilities.

Responsibilities

Develop and execute the firm's enterprise data and analytics strategy aligned with business objectives.
Establish a scalable data architecture that supports investment, operational, financial, and client reporting needs.
Lead and mentor a high-performing team of data engineers, analytics professionals, and BI developers.
Partner with executive leadership to prioritize data initiatives and technology investments.
Oversee the design, implementation, and maintenance of enterprise data platforms and pipelines.
Integrate data across portfolio management systems, CRM platforms, fund accounting systems, market data providers, and external vendors.
Ensure data quality, integrity, security, and accessibility across all business functions.
Evaluate and implement cloud-based data platforms, data warehouses, and modern analytics technologies.
Develop executive dashboards and KPI reporting for investment performance, fundraising, portfolio monitoring, operations, and finance.
Partner with investment professionals to enhance portfolio analytics, attribution reporting, risk analytics, and performance measurement.
Deliver self-service reporting capabilities using modern BI tools.
Identify opportunities to automate manual reporting and operational processes.
Establish enterprise data governance policies, metadata management, and data stewardship processes.
Ensure compliance with regulatory, privacy, and cybersecurity requirements.
Define data standards and master data management practices.
Monitor data controls and partner with Internal Audit, Compliance, and Risk teams.
Serve as the primary liaison between business stakeholders and technology teams.
Translate business requirements into scalable technical solutions.
Lead enterprise data transformation initiatives from planning through execution.